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Who they serve

Fee-only advisors for retirees

Retirees are clients in the drawdown phase: withdrawal strategy, Social Security, Medicare coordination, tax-efficient distribution, and the cash-flow engineering required to make 30+ years of retirement work.

By the numbers

The Wellspent public graph lists 3,334 fee-only financial advisors who work with retirees at 1,458 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3326 with fees on file, 87% charge percentage of assets.

Advisors listed
3,334
Firms
1,458
Cities
877
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 3% · EA 2%
  • How they charge (of 3326 with fees on file): percentage of assets 87% · fixed fees 44% · hourly 41% · ongoing planning fee 16%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with retirees

Fee-only advisors who work with retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
David Swift Second 50 Financial Manhattan Beach Not listed Percentage of assets, Fixed fees
David White Attleboro Wealth Management Yardley CFA Percentage of assets, Fixed fees
David Wrench Peak Planning Group Fishtail Not listed Percentage of assets, Hourly
David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. SFG Wealth Advisors Tampa Not listed Percentage of assets
Derek Finch Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Derrick Barger Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Derrick Smith Privatus Wealth Roseville Not listed Percentage of assets, Hourly
Douglas De Groote De Groote Financial Group Thousand Oaks CFP Percentage of assets, Hourly
Douglas Mackay Broadleaf Partners Peninsula CFA Percentage of assets
Dushyant Pandit Dorchester Advisors Short Hills Not listed Percentage of assets
Edward Parolisi Ironwood Wealth Management Rye Not listed Percentage of assets, Fixed fees
Edward Zywien Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Edwin Bennett Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Eldon Anderson Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Eli Mitcham Asset Lift Wealth Management Cypress Not listed Percentage of assets, Hourly
Elizabeth Alamillo Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Elizabeth Garvey Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Elizabeth Stroup Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Elizabeth Sydzyik Pittenger & Anderson Lincoln Not listed Percentage of assets
Eric Cortez Verus Capital Partners Hermosa Beach Not listed Percentage of assets, Hourly
Erik Cooper Low cost wealth management firm Arcvest, LLC Boston Not listed Percentage of assets
Erin Itkoe Luminescent Wealth Management Phoenix CFP, PFS Percentage of assets, Hourly
Eve Gaiser Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Fadi Issa Boardwalk Wealth Management Ann Arbor Not listed Percentage of assets, Ongoing planning fee
Fetzer Crockett 4-C Wealth St. Louis Not listed Percentage of assets, Fixed fees
Frank Montes Torrey Pines Financial San Diego Not listed Percentage of assets
Fred Goodman Verus Capital Partners Chandler Not listed Percentage of assets, Hourly
Garrett Thompson Sky Vision Wealth Columbus Not listed Percentage of assets
Garry Bishop ProFocus Phoenix Not listed Percentage of assets, Hourly
Gary Aiken Caveness Wealth Advisory Rockville Not listed Percentage of assets, Hourly
Gavin Gamboa Fiduciary Financial Group Boise Not listed Percentage of assets, Fixed fees
Gerard Guertin Roffman Miller Wealth Management Philadelphia ChFC Percentage of assets
Graham Irving Desert Capital Advisors Henderson CFP Percentage of assets
Greg Newman Three Oaks Partners Investment Counsel Clearwater CFA Percentage of assets, Hourly
Greg Pyne Red Oak Financial Group Towson Not listed Percentage of assets, Hourly
Gregory Clifford The Clifford Group Wayland Not listed Percentage of assets
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Hardik Patel Trusted Path Wealth Management Santa Rosa Not listed Percentage of assets, Flat fee or retainer
Heather Proctor Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Heinz Brisske KRM Financial Services St. Charles Not listed Percentage of assets, Hourly
Henry McCall Inman Jager Wealth Management Hattiesburg Not listed Percentage of assets, Hourly
Hylan Moises Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Ira Ross Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Isaac Neidbalson Jarrod Adams Investing Charlotte Not listed Percentage of assets
Isiah Williams Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Jackson Greer Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Jackson Wilson Mauney-Pitt Financial Management Shelby Not listed Percentage of assets
Jacqueline Bos B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Jacqueline Rogers Elevated Wealth Bentonville CFP One-time planning fee
Jacqueline Rowe Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees

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Specialties that serve retirees